RIAs: Under $100M AUM
12,867 RIAs in the Under $100M AUM range, ranked by reported regulatory assets.
Flores Wealth Planning, LLC
RIANew York, NY
AUM $3MTEAM 1REPS 1
Federal Benefits Advisors
RIAAUM $3MTEAM 1REPS 1
Harman Investment Advisors
RIAAUM $3MTEAM 1REPS 1
Fealty Group LLC
RIAAUM $3MTEAM 2REPS 2
Finite Management, LLC
RIASanta Monica, CA
AUM $3MTEAM 5REPS 3
Neya Capital
RIAPalmdale, CA
AUM $3MTEAM 1REPS 1
Yayati Asset Management, LLC
RIANewport Beach, CA
AUM $3MTEAM 4REPS 5
Sunlight Investments
RIAAUM $3MTEAM 1REPS 1
Sancus Wealth Management LLC
RIAMiami, FL
AUM $3MTEAM 2REPS 2
Prosperent Capital, LLC
RIAUkiah, CA
AUM $3MTEAM 1REPS 2
Cartera Investments
RIAAUM $3MTEAM 1REPS 1
Tian Capital LLC
RIAAUM $2.9MTEAM 1REPS 1
Homestake Venture Partners LLC
RIAAUM $2.9MTEAM 3REPS 3
Catalano Financial
RIAThe Woodlands, TX
AUM $2.9MTEAM 1REPS 1
The Lyttle Company, LLC
RIAAUM $2.9MTEAM 1REPS 1
Bianco Capital Management, LLC
RIADavin, WV
AUM $2.9MTEAM 1REPS 1
Maslar Financial
RIAAUM $2.9MTEAM 1REPS 1
Investors Advisory Services Inc
RIAAUM $2.9MTEAM 1REPS 1
Boca Retirement Strategies Inc.
RIAAUM $2.9MTEAM 1REPS 1
AIS Financial
RIASaint Louis, MO
AUM $2.9MTEAM 1REPS 1
The Jacobs Financial Group
RIAAUM $2.9MTEAM 1REPS 1
Design Life's Journey, LLC
RIAAUM $2.9MTEAM 1REPS 1
Abbington Wells LLC
RIAAUM $2.9MTEAM 1REPS 1
Elite Wealthcare LLC
RIAAUM $2.9MTEAM 1REPS 1
Other AUM ranges
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